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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,964 | $107,353-96.3% | $92,903-95.7% | $152,885-97.4% |
| Participation rate | 21.1% | 79.8%-58.7pp | 76.0%-55.0pp | 82.5%-61.4pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $823 | $4,848-83.0% | $4,238-80.6% | $5,851-85.9% |
| Admin fee / account holder | $4 | $7,081-99.9% | $5,795-99.9% | $11,598-100.0% |